WBBIX Mutual Fund

WBBIX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+1.10%
3 Months
+0.93%
6 Months
+3.54%
YTD
+5.21%
1 Year
+8.81%
3 Years (annualized)
+8.60%
5 Years (annualized)
+4.87%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WBBIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+5.54%
vs Peers
-0.33%

WBBIX Mutual Fund Performance

WBBIX performance across multiple time periods: 1-month 1.10%, YTD 5.21%, 1-year 8.81%, 3-year 8.60%, 5-year 4.87%, 10-year 6.85%.

WBBIX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

WBBIX vs another fund shows side-by-side returns. WBBIX alternatives are available in the Mutual Fund Screener.